Senior Officer, Regulatory & Compliance

Job Description

Job Summary:
We are seeking an experienced tax professional to join our team as a Senior Officer specializing in partnership taxation for private equity structures. The ideal candidate will have deep technical expertise in partnership tax compliance and advisory, with a strong understanding of private equity funds, management companies, and general partners

Responsibilities / Key competencies for the position
• Prepare and review federal and state partnership tax returns (Form 1065), related schedules (K-1, K-2/K- 3) and corporation returns (Form 1120)
• Prepare tax workpapers based on client-provided financial data
• Ensure accurate and timely filing of tax returns for private equity funds, management companies, and GPs.
• Manage quarterly, annual tax estimates and extensions
• Provide technical guidance on partnership allocations, basis calculations, and carried interest.
• Support tax planning strategies to optimize after-tax returns for investors and partners.
• Stay updated on tax regulations, IRS guidance, and legislative changes impacting private equity.
• Identify opportunities for automation and efficiency in tax compliance processes.
• Implement best practices for documentation and internal controls.
• Ensure all review tasks assigned are up to date and delivered on time based on the planning in place.
• Proactively inform the reporting line for any work that cannot be executed as planned highlighting where changes may be needed in planning assumptions.
• Use professional judgment to assess when to escalate an issue promptly.
• Demonstrate ownership of his/her own development, highlighting when and where additional support and development is required.
• Perform any other related duties that may from time to time be required which are appropriate for the role and business needs